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Green Ridge Wealth Planning’s Mastercard MA Stock Holding History

Green Ridge Wealth Planning’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$294K Sell
573
-1
-0.2% -$499 0.12% 70
2026
Q1 		$287K Sell
574
-10
-2% -$5.27K 0.15% 62
2025
Q4 		$334K Buy
+584
New +$326K 0.17% 59

Other funds holding MA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Green Ridge Wealth Planning's MA Position: Q2 2026 in Review

Green Ridge Wealth Planning reduced its Mastercard (MA) stake by 0.17% in Q2 2026, selling an estimated $499 and leaving 573 shares worth $294K. The position accounts for 0.12% of the portfolio, ranked #70.

Green Ridge Wealth Planning first reported a position in MA in Q4 2025 and has held it in 3 quarters since. The position peaked at $334K in Q4 2025. 3,590 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Green Ridge Wealth Planning held 573 shares of Mastercard worth $294K as of Q2 2026.
  • Green Ridge Wealth Planning sold 1 Mastercard share in Q2 2026, an estimated $499.
  • Mastercard made up 0.12% of Green Ridge Wealth Planning's portfolio in Q2 2026, its #70 holding.
  • Green Ridge Wealth Planning first reported a position in Mastercard in Q4 2025 and has held it in 3 quarters since.
  • Green Ridge Wealth Planning's Mastercard position peaked at $334K in Q4 2025.
  • 3,590 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q2 2026, filed 8 Jul 2026.